Wells Fargo
Segment Influencer - Central North Texas Region
Wells Fargo, Austin, TX
About this role:
Wells Fargo is seeking a Segment Influencer (Lead Business Growth Strategy Consultant) within National Advice and Acquisition as part of Consumer, Small and Business Banking.
Learn more about the career areas and lines of business at wellsfargojobs.com.
As a Segment Influencer, you will work directly with a Regional Banking Director and District Managers to drive customer engagement that leads to affluent and small business growth. This role promotes/supports execution of business growth programs, improves client acquisition techniques, and identifies opportunities to improve sales effectiveness. This role enables optimization of both the Premier Banker and Small Business Banker roles.
In this role, you will:
Required Qualifications:
Desired Qualifications:
Job Expectations:
Posting Locations:
111 Congress Ave, Austin, TX 78701
Preferred location listed above. Other locations within the Wells Fargo footprint, specifically within the Northern Central Texas region, may be considered.
100% Remote work location is available for this position within the Northern Central Texas region
Relocation assistance is not available for this position.
Actual salary is determined by location, experience and qualifications of the job
Job posting may come down early due to volume of applicants.
This position is not eligible for Visa sponsorship.
Posting End Date:
4 Aug 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Wells Fargo is seeking a Segment Influencer (Lead Business Growth Strategy Consultant) within National Advice and Acquisition as part of Consumer, Small and Business Banking.
Learn more about the career areas and lines of business at wellsfargojobs.com.
As a Segment Influencer, you will work directly with a Regional Banking Director and District Managers to drive customer engagement that leads to affluent and small business growth. This role promotes/supports execution of business growth programs, improves client acquisition techniques, and identifies opportunities to improve sales effectiveness. This role enables optimization of both the Premier Banker and Small Business Banker roles.
In this role, you will:
- Serve as the lead conduit between the segment & the field to integrate growth initiatives and education
- Be a key consultant with market leaders on activities to drive Affluent and Small Business plan and ensure adoption of tools and resources. Examples include but are not limited to outreach, needs assessment tools, pipeline review, CRV (Customer Relationship View), BDCAS (Business direct credit application status)
- Execute Affluent and Small Business priorities with market leadership including alignment of growth strategies, business unit and P&L (Profit & Loss) reviews
- Ensure adherence to compliance regulations and policies within Affluent and Small Business growth strategy
- Collaborate and consult with managers, partner groups and stakeholders to grow market share and meet customer needs
- Develop and lead District Manager segment meetings and programs, conduct branch visits with District Manager, and assist with credit and service escalations
- Engage in various activities at the branch and district level to ensure alignment with Affluent and Small Business strategy
- Utilize data and learnings from branch and district interactions to ensure progress, alignment, and prioritization with Affluent, Small Business and Branch strategy to drive growth
- Lead less experienced Strategy and Execution staff within the group
Required Qualifications:
- 5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 5+ Experience in Affluent, Small Business or a combination of the two
- Strong partnership skills to ensure high levels of collaboration with local and cross channel leadership
- Broad understanding of how the bank branches operate
- Understanding of affluent metrics, small business metrics, branch P&L and the ability to support and/or deliver Regional Affluent/Small Business expectations to achieve plans
- Familiarity with Behavior Framework and Management Cycle
- Extensive product knowledge (loans, lines, merchant, treasury management, Prime/Premier checking, entire Wells Fargo Premier offering)
- Understanding of cash flow, how to explain it and how various products impact customer cash flow
- Credit skills including long term and short-term financing, how to review a declined/countered credit app, high level understanding of financials
- Understanding of the business operating cycle
- Excellent communication skills
- Highly organized with strong detail orientation
Job Expectations:
- Ability to travel upwards of 70% of the time
- Reliable transportation
- Ability to travel within assigned geography and sit within branch locations minimum 3 days per week
Posting Locations:
111 Congress Ave, Austin, TX 78701
Preferred location listed above. Other locations within the Wells Fargo footprint, specifically within the Northern Central Texas region, may be considered.
100% Remote work location is available for this position within the Northern Central Texas region
Relocation assistance is not available for this position.
Actual salary is determined by location, experience and qualifications of the job
Job posting may come down early due to volume of applicants.
This position is not eligible for Visa sponsorship.
Posting End Date:
4 Aug 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.